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Frank & Kraft, Attorneys At Law - Indianapolis, IN
posted about 2 months ago
Full-time - Entry Level
Indianapolis, IN
About the position
The Investment Portfolio Administrative Assistant at Frank & Kraft, Attorneys-at-Law plays a crucial role in supporting the Senior Wealth Advisor and the team by delivering high-quality client service. This position requires a comprehensive understanding of client servicing within the financial sector to ensure exceptional support for clients.
Responsibilities
- Participates in the retention of existing clients, including ongoing client service, administrative and operation functions for financial services clients
- Supports business development efforts
- Onboard and maintain client accounts which includes completing client, custodian, and firm paperwork
- Execute client and firm tasks, such as asset transfers, preparation of reports, and general support of portfolio and investment strategies
- Ability to offer solutions, with custodian and advisor team, to client needs such as standing instructions, complex registrations, death, beneficiaries, etc.
- Maintain contact with clients to provide or obtain updated information
- Respond to administrative client queries
- Build strong internal working relationships to ensure a cohesive client experience
- Maintain CRM through updated contacts, documenting emails and other items as requested
- Work closely with the Wealth Advisor in operational projects focusing on automation, efficiency, scalability of services, and risk controls
- Other projects as assigned
Requirements
- Bachelor's degree
- Holds Series 65 License or willing to obtain
- Minimum of 3-5 years of experience in financial client service, RIA experience a plus
- Ability to foster teamwork and motivate colleagues
- Client-centered focus
- Excellent verbal and written communication and interpersonal skills
- Enthusiastic, positive energy demeanor
- Custodial experience with Charles Schwab a plus
Benefits
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
